Tax Manager HNW (2days Park Ave)
Swell Recruit · swellrecruit.com
New YorkLead / Manager5+ yrs
Straight from the company’s own careers site.
The job in short
High net worth tax management.
Tax
Details
- Found
- 30 d ago · posted 2026-10-03
- Location
- New York
Full description
Tax Manager (HNW)
Midtown Manhattan, NYC (Near Park Ave/57th St.)
We are a thriving boutique accounting firm located on Park Avenue in Midtown Manhattan. We are seeking a dedicated and experienced Tax Manager with over 5 years of public accounting expertise, specifically servicing high net worth individual clients. As a rapidly growing firm, we provide a unique opportunity for professionals with leadership skills and long-term growth goals.
Why Join us:
• Sophisticated Clientele: Work with a diverse range of clients, including high net worth individuals, families, and businesses of all sizes.
• Varied Tax Matters: Unlike larger firms, you will be exposed to a wide spectrum of tax matters, allowing for continuous professional development without being confined to one area.
• Special Projects and Research: Engage in special projects and research related to M&A deals, business start-ups, accounting, entity selection, and financial planning.
• Collaborative Environment: Benefit from a small firm, nurturing environment, where you will work directly with partners and have access to the best research tools.
Position Highlights:
• Career Growth: Control your own professional growth in an outcome-focused environment.
• Client-Centric Approach: Focus on adding value to clients through common sense, ownership, passion, and exceptional client service.
• Diverse Responsibilities: Review complex tax returns for high net worth individuals, trusts, and estates. Lead project and engagement management. Train and mentor tax associates. Maintain primary client contact throughout the year.
Qualifications:
• Education: Bachelors degree in accounting from a reputable accounting program (masters in taxation is a plus).
• Experience: 5+ years of experience in a CPA firm.
• Leadership Skills: Experience in supervising, training, and mentoring staff, including participating in performance reviews.
• Technical Skills: Excellent technical and research skills.
• Communication: Excellent interpersonal skills with the ability to effectively communicate with clients. Strong writing skills for addressing tax notices.
• Time Management: Great time management skills with the ability to prioritize.
• Independence: Ability to work independently as well as in a team environment.
Compensation and Benefits:
• Competitive salary (commensurate with experience).
• Eligibility for an annual bonus.
• Comprehensive benefits package including medical, dental, vision, 401(k), profit sharing, tuition reimbursement, and paid time off.
Join us for an exciting opportunity to contribute to a growing firm and advance your career in a collaborative and dynamic environment.
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